DHODY INVESTMENT GROUP
Firm details
- Headquarters
- MIAMI BEACH, Florida
- CRD number
- 318610
- Registered since
- March 31, 2022
- Website
- www.blueig.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.94%
- Individuals0.06%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dhody Investment Group is an independent, SEC-registered registered investment adviser organized as an LLC. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It bills clients through a mix of asset-based fees and fixed fees and identifies itself as a capital allocator that sponsors and acts as GP/managing member of pooled investment vehicles. The firm does not characterize itself as an active ESG investor and reports its client base as individuals and families.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents93%
- Exchange Traded Equities3%
- Private Funds2%
- Sovereign Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3SANJAN DHODY
CEOCRD 2786357
CHERYL FINEMAN
Chief Administrative OfficerCRD 3025358
ILEANA COHN
Chief Compliance OfficerCRD 5527118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI BEACH, FL
MIAMI DADE
Location
MIAMI BEACH, FL
Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2340 Collins Ave
- Time zone
- ET (UTC-5)
- Office locations
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